Kanban report provides an ideal solution to visualize records capturing a process flow, the progress of a process, or status of the process. The report displays records as cards, and these cards are compartmentalized into separate entities. This compartmentalization is based on common ground that unifies the records in each bucket. The common ground could be a status or a level or a phase in a process flow. Each level becomes an identifier based on which the records are grouped.
Let's assume that you are a food delivery enterprise and you have a Delivery Management application. The process involves five different stages. Your customer places the order with you using your application and the restaurant or the vendor also parallelly receives the order.The delivery manager, the vendor and the delivery person have access to the report. On receiving the notification, the order gets queued in your delivery management application, which is a kanban report. The next stage is that the delivery must be assigned to the person handling the beat or area. The manager moves the record to Assigned stage. Then the delivery person picks up the order from the restaurant at which it gets queued in Dispatched stage by the vendor. Once the package is delivered, the delivery person pushes the order to Delivered status. So here, each stage of order and delivery become the parameters used to group the records. So kanban effectively tracks the entire process with its dynamism that allows users to drag and drop the cards or records in their respective categories.
Your kanban report is presented in specific layouts based on how you want your records to be visually, providing you with the suitable results. The cards in the report can have the fields and images is different orientations to make them comprehensible. In a browser or tablet, the report appears in a single page or screen. However in a phone, owing to the size of the screen, the report spans across few screens. Records under each status or level (whichever the parameter) are displayed in a separate screen. Swiping left or right displays the records under the previous or next parameter.
Edit, delete, add, print, export, import, duplicate and view record are collectively called actions. The user will be able to perform these predefined actions that are made available at the event of some gesture in the browser, phone, or tablet. Along with these system actions, you will have custom action items that appear as button in the header. Differing from the available default system actions, these are scripted actions created exclusively to meet specific purposes in the report.
There are two views to records: Quick view and Detail view. Quick view is the high level view of the report in its entirety. It gives you all the records of the report. Detail view is the descriptive view of a single record. The records can be displayed as label and value pairs or as blocks of related records that add value to the individual record information.
Kanban report equips you with searching, filtering, importing, and exporting capabilities.
A kanban report can be based on a drop down or radio or lookup field. You can perform the following customizations w.r.t. the columns your kanban report displays:
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.